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TFO Wealth Partners’s Worthington Steel WS Stock Holding History

TFO Wealth Partners’s Portfolio WS Stock Details WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$108 – 756
2024
Q1 		$108 Hold
3
– – ﹤0.01% 623
2023
Q4 		$84 Buy
+3
New +$82 ﹤0.01% 816

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

TFO Wealth Partners's WS Position: Q2 2024 in Review

TFO Wealth Partners sold out of Worthington Steel (WS) in Q2 2024, closing a stake of 3 shares — an estimated $108 sold.

TFO Wealth Partners first reported a position in WS in Q4 2023 and held it in 2 quarters. The position peaked at $108 in Q1 2024. 210 funds tracked by Wall St. Rank hold WS as of Q2 2024.

  • TFO Wealth Partners reported no remaining Worthington Steel position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Worthington Steel shares in Q2 2024, an estimated $108.
  • TFO Wealth Partners first reported a position in Worthington Steel in Q4 2023 and held it in 2 quarters.
  • TFO Wealth Partners's Worthington Steel position peaked at $108 in Q1 2024.
  • 210 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.